Investment Services Coordinator

4 days ago


Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time
Investment Services Coordinator Job Description

We are seeking an experienced Investment Services Coordinator to join our team at Dimensional Fund Advisors, L.P. In this role, you will be responsible for providing administrative support to our investment services teams, including managing databases, compiling business statistics, and generating reports. You will also be responsible for investigating and addressing client inquiries, managing inbound and outbound client communication, and preparing materials for portfolio management, sales, marketing, and presentations.

To succeed in this role, you will need to have a Bachelor's degree and at least 1+ year of relevant work experience. You will also need to be proficient in Microsoft Office, particularly Excel, and have the ability to learn new software applications quickly. Strong analytical and problem-solving skills are essential for this role, as well as excellent communication and interpersonal skills.

This is an excellent opportunity to join a dynamic team and contribute to the growth and success of our company.

Responsibilities:
  • Provide administrative support to investment services teams.
  • Manage databases and compile business statistics.
  • Generate reports to meet client needs.
  • Investigate and address client inquiries.
  • Manage inbound and outbound client communication.
  • Prepare materials for portfolio management, sales, marketing, and presentations.


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